Intuitive Surgical Inc
ISRG- Exchange
- Nasdaq
- Industry
- Orthopedic, Prosthetic & Surgical Appliances & Supplies
- SEC CIK
- 0001035267
In the last 90 days, Intuitive Surgical Inc insiders filed 0 open-market purchases and 10 sales; 2,261 institutions reported holding it in 13F filings for Q2 2026, worth $121.9B in total; 3 superinvestors hold it, including Coatue Management and D1 Capital Partners.
13F holders, Q4 2024
Institutional positions in Intuitive Surgical Inc as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,135
- +211 vs. Q3 2024
- Shares held
- 304.1M
- +2.79M (+0.9%) vs. Q3 2024
- Total value
- $158.9B
- +$11.4B (+7.8%) vs. Q3 2024
- New holders
- 289
- 825 more added
- Sold out
- 78
- 709 more reduced
32 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ISRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,261 | $121.9B |
| Q1 2026 | 2,323 | $138.7B |
| Q4 2025 | 2,419 | $173.5B |
| Q3 2025 | 2,115 | $130.4B |
| Q2 2025 | 2,270 | $164.5B |
| Q1 2025 | 2,196 | $149.9B |
| Q4 2024 | 2,135 | $158.9B |
| Q3 2024 | 1,956 | $147.7B |
| Q2 2024 | 1,826 | $135.3B |
| Q1 2024 | 1,743 | $119.5B |
| Q4 2023 | 1,674 | $100.2B |
| Q3 2023 | 1,554 | $86.1B |
| Q2 2023 | 1,558 | $100.9B |
| Q1 2023 | 1,415 | $74.7B |
| Q4 2022 | 1,439 | $77.7B |
| Q3 2022 | 1,310 | $55.1B |
| Q2 2022 | 1,327 | $59.5B |
| Q1 2022 | 1,471 | $90.6B |
| Q4 2021 | 1,534 | $108.0B |
| Q3 2021 | 1,375 | $98.7B |
| Q2 2021 | 1,323 | $93.0B |
| Q1 2021 | 1,262 | $74.2B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Formuepleje A/S | 18,409 | $9.61M | 0.52% | +18,409 | New |
| Prospera Financial Services Inc | 18,364 | $9.58M | 0.22% | +1,126+6.5% | Added |
| Sigma Investment Counselors Inc | 18,331 | $9.57M | 0.56% | −685−3.6% | Reduced |
| Brookstone Capital Management | 18,102 | $9.45M | 0.14% | +3,663+25.4% | Added |
| Stratos Wealth Partners, LTD. | 17,993 | $9.39M | 0.13% | +330+1.9% | Added |
| Capital Insight Partners, LLC | 17,946 | $9.37M | 1.62% | +446+2.5% | Added |
| Pitcairn Co | 17,905 | $9.35M | 0.55% | −873−4.6% | Reduced |
| Trexquant Investment LP | 17,819 | $9.30M | 0.11% | +17,819 | New |
| Oppenheimer & Co Inc | 17,785 | $9.28M | 0.14% | −560−3.1% | Reduced |
| M & L Capital Management Ltd | 17,700 | $9.24M | 2.26% | +17,700 | New |
| Sycomore Asset Management | 18,945 | $9.21M | 1.32% | +4,079+27.4% | Added |
| Siemens Fonds Invest GmbH | 17,387 | $9.16M | 0.96% | +1,322+8.2% | Added |
| Hikari Tsushin, Inc. | 17,547 | $9.16M | 0.66% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 17,408 | $9.09M | 0.16% | −82−0.5% | Reduced |
| Sit Investment Associates Inc | 17,395 | $9.08M | 0.21% | −551−3.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 17,262 | $9.01M | 1.32% | −17,262−50.0% | Reduced |
| Metis Global Partners, LLC | 17,140 | $8.95M | 0.27% | +1,013+6.3% | Added |
| Central Bank & Trust Co | 17,140 | $8.95M | 1.35% | −3,062−15.2% | Reduced |
| Oak Ridge Investments LLC | 17,021 | $8.88M | 0.70% | +6,961+69.2% | Added |
| Redmile Group, LLC | 16,943 | $8.84M | 0.62% | −9,755−36.5% | Reduced |
| New Mexico Educational Retirement Board | 16,942 | $8.84M | 0.30% | −400−2.3% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 16,844 | $8.79M | 1.53% | +16,844 | New |
| Tompkins Financial Corp | 16,794 | $8.77M | 0.82% | +10.0% | Added |
| Morse Asset Management, Inc | 16,712 | $8.72M | 2.00% | −109−0.6% | Reduced |
| Montag A & Associates Inc | 16,429 | $8.58M | 0.41% | −3,235−16.5% | Reduced |
| Baker Avenue Asset Management, LP | 16,233 | $8.47M | 0.26% | +226+1.4% | Added |
| Vestor Capital, LLC | 16,160 | $8.44M | 0.64% | −140−0.9% | Reduced |
| Advisors Asset Management, Inc. | 15,997 | $8.35M | 0.15% | +1,757+12.3% | Added |
| Northwest & Ethical Investments L.P. | 15,924 | $8.31M | 0.23% | +183+1.2% | Added |
| First Citizens Bank & Trust Co | 15,792 | $8.24M | 0.15% | −157−1.0% | Reduced |
| Park Avenue Securities LLC | 15,724 | $8.21M | 0.08% | +784+5.2% | Added |
| Kestra Advisory Services, LLC | 15,635 | $8.16M | 0.04% | +880+6.0% | Added |
| Commerce Bank | 15,610 | $8.15M | 0.05% | +199+1.3% | Added |
| Vantage Investment Partners, LLC | 15,580 | $8.13M | 0.71% | −900−5.5% | Reduced |
| Regions Financial Corp | 15,559 | $8.12M | 0.06% | +323+2.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,061 | $8.06M | 0.10% | +3,833+34.1% | Added |
| Deuterium Capital Management, LLC | 15,425 | $8.05M | 21.09% | −7,575−32.9% | Reduced |
| D L Carlson Investment Group Inc | 15,421 | $8.05M | 1.43% | −544−3.4% | Reduced |
| Comgest Global Investors S.A.S. | 15,400 | $8.04M | 0.13% | −4,906−24.2% | Reduced |
| Factory Mutual Insurance Co | 15,300 | $7.99M | 0.09% | −5,200−25.4% | Reduced |
| Ravenstone Capital Management Inc. | 15,190 | $7.93M | 4.56% | +86+0.6% | Added |
| Resources Investment Advisors, LLC. | 14,947 | $7.80M | 0.09% | +118+0.8% | Added |
| Robocap Asset Management Ltd | 14,760 | $7.70M | 5.16% | −1,950−11.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 14,748 | $7.70M | 0.47% | −238−1.6% | Reduced |
| Hantz Financial Services, Inc. | 14,678 | $7.66M | 0.13% | +535+3.8% | Added |
| Boston Trust Walden Corp | 14,677 | $7.66M | 0.05% | −684−4.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 14,586 | $7.61M | 0.21% | −2,400−14.1% | Reduced |
| Simmons Bank | 14,549 | $7.59M | 0.56% | −96−0.7% | Reduced |
| Rench Wealth Management, Inc. | 14,546 | $7.59M | 2.59% | +650+4.7% | Added |
| Arkadios Wealth Advisors | 14,533 | $7.59M | 0.41% | +1,229+9.2% | Added |
| Steward Partners Investment Advisory, LLC | 14,525 | $7.58M | 0.07% | +2,182+17.7% | Added |
| 2Xideas AG | 14,472 | $7.55M | 1.01% | −2,778−16.1% | Reduced |
| Callan Family Office, LLC | 14,451 | $7.54M | 0.48% | +14,451 | New |
| Bouvel Investment Partners, LLC | 14,356 | $7.49M | 2.70% | +406+2.9% | Added |
| Prospect Hill Management, LLC | 14,325 | $7.48M | 3.29% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 14,300 | $7.46M | 0.30% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,267 | $7.45M | 0.04% | −643−4.3% | Reduced |
| KMG Fiduciary Partners, LLC | 14,249 | $7.44M | 0.62% | +21+0.1% | Added |
| Walleye Trading LLC | 14,195 | $7.41M | 0.15% | +9,373+194.4% | Added |
| Wedbush Securities Inc | 14,015 | $7.32M | 0.26% | +314+2.3% | Added |
| First National Trust Co | 13,913 | $7.26M | 0.27% | +994+7.7% | Added |
| Quantitative Investment Management, LLC | 13,780 | $7.19M | 0.54% | +9,775+244.1% | Added |
| Mirova | 13,703 | $7.15M | 1.23% | +486+3.7% | Added |
| CIBC Capital Markets (Europe) S.A. | 13,700 | $7.15M | 9.80% | +13,700 | New |
| Capital Group Investment Management Pte. Ltd. | 13,655 | $7.13M | 1.35% | +339+2.5% | Added |
| EP Wealth Advisors, LLC | 13,643 | $7.12M | 0.06% | −294−2.1% | Reduced |
| Sandy Spring Bank | 13,634 | $7.12M | 0.29% | +683+5.3% | Added |
| First Long Island Investors, LLC | 13,600 | $7.10M | 0.56% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 13,491 | $7.04M | 1.40% | −403−2.9% | Reduced |
| Simplify Asset Management Inc. | 13,487 | $7.04M | 0.49% | −9,743−41.9% | Reduced |
| Peapack Gladstone Financial Corp | 13,476 | $7.03M | 0.10% | +391+3.0% | Added |
| Greenfield Seitz Capital Management, LLC | 13,445 | $7.02M | 2.67% | −28−0.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 13,276 | $7.00M | 2.78% | −2,020−13.2% | Reduced |
| Allworth Financial LP | 11,364 | $6.94M | 0.04% | +2,998+35.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,237 | $6.91M | 0.31% | +907+7.4% | Added |
| Bath Savings Trust Co | 13,212 | $6.90M | 0.70% | −410−3.0% | Reduced |
| Strategic Planning Group, LLC | 13,199 | $6.89M | 1.27% | +333+2.6% | Added |
| D.A. Davidson & Co. | 13,198 | $6.89M | 0.06% | +115+0.9% | Added |
| Kennedy Capital Management, Inc. | 13,094 | $6.83M | 0.15% | +1,681+14.7% | Added |
| TownSquare Capital, LLC | 13,065 | $6.82M | 0.08% | +1,994+18.0% | Added |
| Brinker Capital Investments, LLC | 13,059 | $6.82M | 0.07% | +204+1.6% | Added |
| Orion Portfolio Solutions, LLC | 13,059 | $6.82M | 0.07% | +204+1.6% | Added |
| Nicholas Investment Partners, LP | 12,932 | $6.75M | 0.59% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 12,913 | $6.74M | 0.10% | −760−5.6% | Reduced |
| Abner Herrman & Brock LLC | 12,900 | $6.73M | 0.84% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 12,886 | $6.73M | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 12,854 | $6.71M | 0.55% | +33+0.3% | Added |
| Cornerstone Capital, Inc. | 12,625 | $6.59M | 0.69% | −69−0.5% | Reduced |
| Phoenix Holdings Ltd. | 12,540 | $6.55M | 0.09% | −1,220−8.9% | Reduced |
| Fiduciary Alliance LLC | 12,497 | $6.52M | 0.66% | +3,151+33.7% | Added |
| RSM US Wealth Management LLC | 12,374 | $6.51M | 0.09% | −1,054−7.8% | Reduced |
| Union Bancaire Privee, UBP SA | 12,757 | $6.51M | 0.12% | +12,757 | New |
| GWM Advisors LLC | 12,442 | $6.49M | 0.04% | −294−2.3% | Reduced |
| Wealth High Governance Capital Ltda | 12,422 | $6.48M | 2.33% | +12,422 | New |
| Zions Bancorporation, N.A. | 12,391 | $6.47M | 0.41% | +814+7.0% | Added |
| Knights of Columbus Asset Advisors LLC | 12,292 | $6.42M | 0.42% | −463−3.6% | Reduced |
| Reuter James Wealth Management, LLC | 12,218 | $6.38M | 1.18% | −301−2.4% | Reduced |
| Concurrent Investment Advisors, LLC | 12,145 | $6.34M | 0.17% | +2,272+23.0% | Added |
| Legacy Trust | 12,142 | $6.34M | 1.47% | +356+3.0% | Added |
| Verition Fund Management LLC | 12,070 | $6.30M | 0.03% | +5,920+96.3% | Added |